Allwork
JUNE 30, 2023
independence is a good excuse for a summer cookout, it should also be a reminder of the importance of taxes — if you take a long enough break from pool time to consider the actual history of the holiday that is. It’s possible to have missed opportunities in areas where you might have been able to restructure your personal finances.
Practically Perfect PA
AUGUST 17, 2017
There’s an increased need for digital skills, such as managing social media, websites and managing cloud-based applications, from file sharing to appointment scheduling. Many roles are being expanded to include tasks a traditional PA or EA would never had to get involved in, such as finances and industry specific processes and trends.
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Office Organization Success
JANUARY 6, 2016
Whether it’s time taken off during the summer, a break during the Holiday season, or simply a week’s vacation, the first few days back at your desk are usually spent playing catch-up. Clear out your desk and files. Get your finances organized. Create subject specific folders within the main resource folder.
Practically Perfect PA
FEBRUARY 17, 2014
Deciding which documents their executive should read (assistants should schedule time in the Executive’s diary for catching up on paperwork / reading etc), forwarding documents to other members of staff as appropriate or filing information for a later date. Holiday and sickness records. appeared first on Practically Perfect PA.
Success
APRIL 10, 2024
We have so much love for taxes because we get to help filers maximize returns and learn about their finances. The Retirement Saver’s Credit is one of the most frequently overlooked tax breaks, and it can be worth up to $1,000 for single filers and $2,000 for married couples filing jointly,” she says.
Stephanie LH Calahan
JANUARY 3, 2011
Here are a few tips to get started: Set up a filing system to store and manage your paperwork Your paperwork likely consists of three types of paper: 1) stuff you need to take action on 2) stuff you are saving for reference and 3) stuff that you should have tossed a long time ago, but haven't. Avoid backlog.
Practically Perfect PA
MARCH 16, 2012
All businesses aim to expand their finances by growing their customer base, mainly by being good at what they do and developing an excellent reputation but also by getting to know their customers both professionally and personally. Filed under: Regulation , Training and Guidance. So how does this affect Business?
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